RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1TILLMAN HARTLEY LLC$2,468,943$604,891,000$604,891,000
2THE PATTEN GROUP, INC.$448,364$511,583,841$511,583,841
3TELARRAY, LLC$1,700,877$1,117,476,183$1,117,476,183
4PATRIOT INVESTMENT MANAGEMENT GROUP INC$334,243$1,605,415,069$5,299,797$1,610,714,866
5RELIANT INVESTMENT MANAGEMENT, LLC$2,407,551$1,096,816,613$13,064,310$1,109,880,923
6PROFFITT & GOODSON INC.$833,963$601,104,673$13,525,892$614,630,565
7CAPWEALTH ADVISORS, LLC$1,999,043$1,332,756,150$30,591,369$1,363,347,519
8ABOUND WEALTH MANAGEMENT, LLC$331,128$758,604,290$32,790,882$791,395,172
9M CAPITAL ADVISORS$2,362,477$1,120,915,368$36,698,469$1,157,613,837
10HHM WEALTH ADVISORS, LLC$360,259$828,092,340$36,889,855$864,982,195
11WOODMONT INVESTMENT COUNSEL, LLC$1,242,508$1,163,517,072$42,958,084$1,206,475,156
12BEACON CAPITAL MANAGEMENT, LLC$152,327$663,569,101$48,409,379$711,978,480
13TBH GLOBAL ASSET MANAGEMENT, LLC$337,930$832,882,751$56,211,942$889,094,693
14SUMMIT ASSET MANAGEMENT LLC$526,771$703,237,223$83,232,386$786,469,609
15COVENANT PARTNERS, LLC$1,360,838$772,537,967$92,955,232$865,493,199
16LEGACY WEALTH MANAGEMENT INC$549,771$1,975,307,764$101,177,729$2,076,485,493
17GREEN SQUARE CAPITAL ADVISORS, LLC$1,342,977$1,073,161,047$193,266,484$1,266,427,531
18AM INVESTMENT STRATEGIES, LLC$558,686$386,112,300$244,085,662$630,197,962
19RED DOOR WEALTH MANAGEMENT, LLC$598,464$910,673,084$277,277,188$1,187,950,272
20DISCIPLINA CAPITAL MANAGEMENT, LLC$39,151,878$1,183,240,369$461,138,499$1,644,378,868
21PRIVATE WEALTH MANAGEMENT, INC.$1,346,396$829,379,814$829,379,814

Showing 1 to 21 of 21 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on July 2021.